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How Much Money Do You Need Before Seeing a Financial Planner?
We believe financial planning isn’t just for the rich. Instead, we believe anyone can benefit from financial advice providing they have the capacity to generate a sufficient monthly surplus cashflow.
Apr 142 min read
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Financial Planning for Disabilities and Personal Injuries
Do you have an existing disability or have you recently acquired a disability or personal injury? This blog explains the payments available.
Apr 86 min read
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Investment Market Update - 7 April 2025 (Trump's Tariffs)
We unpack what Trump's tariffs mean for your investment portfolios.
Apr 73 min read
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Employee Share Programs in Australia: how they work, the pros and the cons!
We discuss Employee Share Programs like Options and RSUs in Australia: how they work, the pros and the cons!
Mar 134 min read
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Mental Health Exclusions on Insurance Policies
31% of all insurance applications exclude mental health: What steps can you take?
Mar 52 min read
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Internally Geared Managed Funds
An Internally Geared Managed Fund is a type of investment fund that uses internal borrowing to increase the amount of money that’s invested
Feb 242 min read
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What to do with an inheritance in Australia? The 5 most important steps!
We can help you before or after an inheritance to ensure you are financially set up and avoid any pitfalls so that you can best utilise the
Feb 145 min read
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How Long Does $500,000 Last In Retirement?
"How Long Does $500,000 Last In Retirement?" Our blog answers the age your funds last to based on your spending levels!
Feb 72 min read
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How much does Life Insurance Cost in Australia?
You may need Life Insurance! Find out how much it could cost based on your age!
Jan 292 min read
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The 10 Biggest Australian Retirement Planning Mistakes
After working in Financial Advice for over 10 years, here are the 10 Biggest Australian Retirement Planning Mistakes I see.
Jan 204 min read
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Financial Changes in 2025 (Australia)
Find out the financial changes in Australia for 2025 and whether they will affect you!
Jan 132 min read
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Your Annual Superannuation Statement: The 5 red flags to look out for!
These are the 5 red flags you should look for in your Annual Superannuation Statement.
Dec 16, 20242 min read
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What is your Financial Strategy? (Paying off your home loan vs rent-vesting vs a combination of strategies)
We discuss the pros and cons of each strategy: Paying off your home loan, Rent-vesting and a combination of strategies.
Dec 11, 20242 min read
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Financial Strategies for when Interest Rates Reduce
Countries around the world have started reducing global interest rates, making it likely Australia will follow suit. What should you do?
Dec 3, 20242 min read
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Longevity Risk in Retiree Portfolios (Australia)
Longevity risk, is simply the risk of running out of money too early in retirement. Financial Advisers can help mitigate longevity risk!
Nov 28, 20242 min read
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Personal Injury & TPD Financial Advice Benefits In Australia
If you have suffered a personal injury and/or an illness that creates a Total and Permanent Disability (TPD) claim, it is essential that you
Nov 25, 20242 min read
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Being a Business Owner vs. an Employee (Pros & Cons) in Australia
We discuss the pros and cons of being a business owner vs. an employee
Nov 15, 20243 min read
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Life Insurances in Australia: The Who, What, Where, Why & How!
We cover the Who, What, Where, Why & How of Life Insurances for you!
Nov 7, 20243 min read
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Is Financial Advice Tax Deductible in Australia?
This change now means that part or all of the upfront advice fee is also tax deductible when relating to tax (financial) advice. This is a m
Nov 6, 20241 min read
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Financial Planning & Advice for Farmers In Australia
Farming families require specialised advice on managing cashflow, debt, diversification, schooling fees, Centrelink and succession planning.
Nov 5, 20243 min read
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